MITCHELL SINKLER & STARR/PA

CIK

1048921

Location

PHILADELPHIA, PA

Portfolio Value

Small $176,441,474

Diversification

Diversified

Filing Date

Global Rank

#4,703 / 8,517 ▲ 89

Top Industry

Semiconductors 11.3%

3Y Alpha vs SPY

+5.4%

Period ended 46 days ago

Filed Jul 21, 2026 · 25d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+99.3%

SPY

+75.3%

Annualised alpha

+5.3%

Max drawdown

−17.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

120 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.3%

+0.3 pts

Top 5

28.2%

+0.4 pts

Top 10

40.7%

+0.6 pts

HHI

252

Diversified+4

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.0%	$54,652,047	21
Healthcare	14.5%	$25,627,450	18
Financial Services	10.6%	$18,721,384	19
Consumer Defensive	9.5%	$16,805,685	12
Industrials	9.4%	$16,565,841	18
Communication Services	7.4%	$12,992,620	4
Consumer Cyclical	6.6%	$11,659,936	11
Energy	3.4%	$5,954,729	4
Utilities	2.6%	$4,599,279	4
Basic Materials	2.4%	$4,261,255	5
Unclassified	1.9%	$3,394,069	1
Real Estate	0.7%	$1,207,179	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HPE	Hewlett Packard Enterprise Co	+5,890	17,110	$771,832
BKNG	Booking Holdings Inc.	+2,569	2,675	$476,792
PFE	Pfizer Inc	+925	27,742	$668,027
MLI	Mueller Industries Inc	+785	2,874	$176,650
SNX	Td Synnex Corp	+775	3,533	$944,512
ZTS	Zoetis Inc.	+655	5,150	$370,079
ADP	Automatic Data Processing Inc	+635	12,104	$2,710,690
AN	Autonation, Inc.	+470	2,891	$537,118
KNSL	Kinsale Capital Group, Inc.	+303	1,838	$606,190
WTRG	Essential Utilities, Inc.	+265	12,177	$466,500
MSFT	Microsoft Corp	+248	25,903	$9,662,337
CVX	Chevron Corp	+156	13,169	$2,182,893
JNJ	Johnson & Johnson	+139	21,432	$5,443,085
WMT	Walmart Inc.	+130	10,147	$1,149,249
GNRC	Generac Holdings Inc.	+111	3,569	$1,045,038
NEE	Nextera Energy Inc	+107	23,648	$2,075,584
MRVL	Marvell Technology, Inc.	+103	4,063	$1,210,327
MA	Mastercard Inc	+102	5,388	$2,767,276
ENB	Enbridge Inc	+102	11,829	$641,250
MRK	Merck & Co., Inc.	+94	42,391	$5,447,243
MDT	Medtronic plc	+92	6,551	$512,484
AMZN	Amazon Com Inc	+90	16,862	$4,018,889
PEP	Pepsico Inc	+65	17,017	$2,304,101
MMM	3M Co	+60	5,779	$935,677
RTX	RTX Corp	+55	16,230	$3,079,317
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−3,996	24,651	$8,809,527
NVDA	Nvidia Corp	−2,396	54,352	$10,875,291
AAPL	Apple Inc.	−1,815	44,257	$12,806,205
NKE	NIKE, Inc.	−1,735	15,079	$618,992
ACN	Accenture plc	−975	4,124	$513,190
PG	PROCTER & GAMBLE Co	−643	51,762	$7,590,379
SPY	Spdr S&P 500 ETF Trust	−600	4,545	$3,394,069
RPM	Rpm International Inc/De/	−550	19,902	$2,212,107
ANET	Arista Networks, Inc.	−475	8,325	$1,414,251
KO	Coca Cola Co	−455	12,643	$1,027,496
CINF	Cincinnati Financial Corp	−300	12,488	$2,312,028
DIS	Walt Disney Co	−273	7,269	$699,641
ABBV	AbbVie Inc.	−250	13,417	$3,376,253
GLW	Corning Inc /Ny	−245	2,990	$763,735
HD	Home Depot, Inc.	−219	9,076	$3,200,923
AMT	American Tower Corp /Ma/	−200	3,073	$502,650
USB	US Bancorp De	−150	12,739	$769,435
NVS	Novartis AG	−150	3,193	$500,406
TSLA	Tesla, Inc.	−124	2,465	$1,036,779
XOM	ExxonMobil Holdings Corp	−115	21,036	$2,876,041
ABT	Abbott Laboratories	−113	21,721	$1,970,963
TMO	Thermo Fisher Scientific Inc.	−105	602	$301,818
TXN	Texas Instruments Inc	−105	6,580	$1,961,300
KMB	Kimberly Clark Corp	−100	2,223	$244,018
ISRG	Intuitive Surgical Inc	−90	1,440	$572,659
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
CRUS	Cirrus Logic, Inc.	2,982	$442,916
R	Ryder System Inc	1,377	$363,211
BNY	Bank of New York Mellon Corp	2,460	$355,740
PFGC	Performance Food Group Co	3,065	$342,636
C	Citigroup Inc	2,075	$290,417
MELI	Mercadolibre Inc	169	$286,858
KLAC	Kla Corp	900	$271,539
TNL	Travel & Leisure Co.	3,332	$254,664
LNG	Cheniere Energy, Inc.	1,065	$254,545
UTHR	UNITED THERAPEUTICS Corp	445	$241,114
DE	Deere & Co	363	$230,261
SYF	Synchrony Financial	2,930	$222,826
NUE	Nucor Corp	959	$213,617
JAZZ	Jazz Pharmaceuticals plc	847	$204,101
THC	Tenet Healthcare Corp	1,087	$203,355
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	9,124	$2,389,758
MRSH	Marsh & Mclennan Companies, Inc.	8,811	$1,528,267
HON	Honeywell International Inc	5,742	$1,297,864
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	9,167	$840,063
VEU	Vanguard FTSE All-World Ex-US ETF	6,194	$465,169
VXF	Vanguard Extended Market ETF	1,700	$349,860
HCA	HCA Healthcare, Inc.	465	$220,056
COP	Conocophillips	1,575	$207,900
CMCSA	Comcast Corp	7,070	$202,979
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

120 tracked positions · $176,441,474 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 120 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	44,257	-1,815	$12,806,205	+9.5%	7.26%
NVDA	Nvidia Corp Technology	Reduced	54,352	-2,396	$10,875,291	+9.9%	6.16%
MSFT	Microsoft Corp Technology	Added	25,903	+248	$9,662,337	+1.7%	5.48%
GOOGL	Alphabet Inc. Communication Services	Reduced	24,651	-3,996	$8,809,527	+7.0%	4.99%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	51,762	-643	$7,590,379	+0.3%	4.30%
MRK	Merck & Co., Inc. Healthcare	Added	42,391	+94	$5,447,243	+7.1%	3.09%
JNJ	Johnson & Johnson Healthcare	Added	21,432	+139	$5,443,085	+4.6%	3.08%
AMZN	Amazon Com Inc Consumer Cyclical	Added	16,862	+90	$4,018,889	+15.1%	2.28%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	11,373	-15	$3,722,724	+11.1%	2.11%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,545	-600	$3,394,069	+1.4%	1.92%
ABBV	AbbVie Inc. Healthcare	Reduced	13,417	-250	$3,376,253	+13.6%	1.91%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	9,076	-219	$3,200,923	+4.7%	1.81%
RTX	RTX Corp Industrials	Added	16,230	+55	$3,079,317	−1.3%	1.75%
XOM	ExxonMobil Holdings Corp Energy	Reduced	21,036	-115	$2,876,041	−19.9%	1.63%
MA	Mastercard Inc Financial Services	Added	5,388	+102	$2,767,276	+4.8%	1.57%
AVGO	Broadcom Inc. Technology	Added	7,290	+40	$2,753,797	+22.7%	1.56%
ADP	Automatic Data Processing Inc Technology	Added	12,104	+635	$2,710,690	+16.3%	1.54%
META	Meta Platforms, Inc. Communication Services	Added	4,745	+35	$2,672,811	−0.8%	1.51%
EMR	Emerson Electric Co Industrials	Added	17,365	+48	$2,485,799	+9.6%	1.41%
LLY	ELI LILLY & Co Healthcare	Reduced	1,998	-85	$2,396,461	+25.1%	1.36%
ASML	Asml Holding NV Technology	Reduced	1,171	-21	$2,329,634	+48.0%	1.32%
CINF	Cincinnati Financial Corp Financial Services	Reduced	12,488	-300	$2,312,028	+14.9%	1.31%
PEP	Pepsico Inc Consumer Defensive	Added	17,017	+65	$2,304,101	−12.5%	1.31%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,459	-34	$2,231,239	+3.6%	1.26%
RPM	Rpm International Inc/De/ Basic Materials	Reduced	19,902	-550	$2,212,107	+8.8%	1.25%
CVX	Chevron Corp Energy	Added	13,169	+156	$2,182,893	−18.9%	1.24%
NEE	Nextera Energy Inc Utilities	Added	23,648	+107	$2,075,584	−5.1%	1.18%
SYK	Stryker Corp Healthcare	Reduced	6,305	-75	$1,985,066	−5.3%	1.13%
WM	Waste Management Inc Industrials	Reduced	8,900	-55	$1,983,632	−3.6%	1.12%
ABT	Abbott Laboratories Healthcare	Reduced	21,721	-113	$1,970,963	−12.1%	1.12%
TXN	Texas Instruments Inc Technology	Reduced	6,580	-105	$1,961,300	+51.1%	1.11%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,954	-23	$1,827,908	−7.2%	1.04%
INTC	Intel Corp Technology	Held	11,363	0	$1,586,615	+216.4%	0.90%
V	Visa Inc. Financial Services	Added	4,328	+30	$1,484,893	+14.3%	0.84%
ANET	Arista Networks, Inc. Technology	Reduced	8,325	-475	$1,414,251	+30.9%	0.80%
SO	Southern Co Utilities	Held	13,498	0	$1,291,893	−0.8%	0.73%
MRVL	Marvell Technology, Inc. Technology	Added	4,063	+103	$1,210,327	+208.6%	0.69%
WMT	Walmart Inc. Consumer Defensive	Added	10,147	+130	$1,149,249	−7.7%	0.65%
CB	Chubb Ltd Financial Services	Reduced	3,141	-9	$1,070,264	+4.2%	0.61%
GNRC	Generac Holdings Inc. Industrials	Added	3,569	+111	$1,045,038	+54.7%	0.59%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,465	-124	$1,036,779	+7.7%	0.59%
GE	General Electric Co Industrials	Added	2,755	+35	$1,029,626	+33.4%	0.58%
CSCO	Cisco Systems, Inc. Technology	Added	8,753	+33	$1,028,127	+52.0%	0.58%
KO	Coca Cola Co Consumer Defensive	Reduced	12,643	-455	$1,027,496	+3.2%	0.58%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	3,399	+35	$996,518	+2.0%	0.56%
IBM	International Business Machines Corp Technology	Added	3,530	+15	$992,671	+16.5%	0.56%
SNX	Td Synnex Corp Technology	Added	3,533	+775	$944,512	+103.0%	0.54%
MMM	3M Co Industrials	Added	5,779	+60	$935,677	+12.7%	0.53%
AMGN	Amgen Inc Healthcare	Held	2,295	0	$831,065	+2.9%	0.47%
GEV	GE Vernova Inc. Industrials	Held	706	0	$829,451	+34.6%	0.47%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.